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Brendel Financial Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Brendel Financial Advisors’s Portfolio ROBT Stock Details ROBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,514
Closed -$654K – 104
2024
Q4 		$654K Buy
+14,514
New +$659K 0.4% 58

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brendel Financial Advisors's ROBT Position: Q1 2025 in Review

Brendel Financial Advisors sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2025, closing a stake of 14,514 shares — an estimated $654K sold.

Brendel Financial Advisors first reported a position in ROBT in Q4 2024 and held it in 1 quarter. The position peaked at $654K in Q4 2024. 139 funds tracked by Wall St. Rank hold ROBT as of Q1 2025.

  • Brendel Financial Advisors reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 14,514 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2025, an estimated $654K.
  • Brendel Financial Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and held it in 1 quarter.
  • Brendel Financial Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $654K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2025.

Based on Brendel Financial Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.